You can indicate which employees receive credit for a project. You can assign as many employees as you want to a particular credit type. You can also assign one employee to as many types of credit as you want.
Depending on your configuration of Oracle Projects, you can either interface sales credit information to Oracle Receivables for project invoices, or use credit receivers in Oracle Projects for reporting purposes. If you want Oracle Receivables to validate salesperson and sales credit information you interface from Oracle Projects, you need to enable the Allow Sales Credits option in the Oracle Receivables Transaction Sources window for the predefined batch source of PROJECTS INVOICES. To verify that this option has been set correctly, navigate to the Oracle Projects Implementation Options window and view the options under Billing. PROJECTS INVOICES should appear in the Invoice Batch Source field.
To enter credit receivers, you must select and expand Billing Information from the list of options in the Projects, Templates window. When you enter credit receivers, you specify the following:
Credit type: Enter a credit type, such as Quota Credit. If your installation of Oracle Projects is configured to interface sales credit information to Oracle Receivables, then the credit type is validated against sales credit types in Oracle Order Management. If Oracle Projects is not configured to interface sales credit information, this field is validated against credit types in Oracle Projects.
Employee: The employee you enter must be defined as a salesperson in Oracle Receivables under the category Employee to receive sales credit. For information about setting up salespersons, for Oracle Projects see: Salespersons and Credit Types, Oracle Projects Implementation Guide.
Credit %: The amount of credit an employee receives for this credit type. The total percent amount for this credit type assigned to all employees for this project or task must equal 100 percent if:
Allow Sales Credits option for the batch source Projects Invoices is checked in the Oracle Receivables Transactions Sources window
Transfer to AR check box is checked in the Credit Receivers window
Credit type is Quota Credit
Interface to AR: Choose whether you want to interface the sales credit information to Oracle Receivables.
Effective From/To: Enter the date range the credit receiver is effective.